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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-04 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
201 N. Constitution Dr., Aurora, IL 60506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Perspective Llc | Aurora | IL | 07/2011 | 12/2021 |
| Ausdal Financial Partners, Inc. | Davenport | IA | 07/2011 | 12/2021 |
| Hightower Advisors | Chicago | IL | 12/2021 | Present |
1. F3 Naperville Foundation; Investment Related - No; Naperville, IL; Foundation Board Member; 05/2025; 3 hours per month with 0 hours during securities trading hours; I will assist in planning events for the organization, provide insight into the direction of the organization and the overall operations of the Non-Profit. I will have no control over any of the finances. Other individuals will be maintaining the financials. I will not have any access to bank or investment accounts. 2. Perspire Sauna Studio; Investment Related - No; Costa Mesa, CA; Co-Owner; 08/2025; 10 hours per month with 0 hours during securities trading hours; Co-Owner of a franchise to include initial training and hiring of staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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